Sigma Planning Corp
IWY icon

Sigma Planning Corp’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sigma Planning Corp’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.15M Buy
3,899
+152
+4% +$43.5K 0.03% 533
2026
Q2 		$1.09M Buy
3,747
+81
+2% +$22.9K 0.03% 567
2026
Q1 		$912K Buy
3,666
+192
+6% +$50.9K 0.03% 598
2025
Q4 		$962K Sell
3,474
-286
-8% -$79.2K 0.03% 549
2025
Q3 		$1.03M Buy
3,760
+1,013
+37% +$262K 0.03% 517
2025
Q2 		$677K Buy
2,747
+5
+0.2% +$1.11K 0.02% 661
2025
Q1 		$578K Sell
2,742
-1,153
-30% -$265K 0.02% 669
2024
Q4 		$916K Buy
3,895
+1,040
+36% +$239K 0.03% 520
2024
Q3 		$628K Sell
2,855
-2,912
-50% -$620K 0.02% 656
2024
Q2 		$1.24M Buy
5,767
+356
+7% +$70.9K 0.04% 416
2024
Q1 		$1.06M Buy
5,411
+3,481
+180% +$651K 0.03% 491
2023
Q4 		$338K Sell
1,930
-1,378
-42% -$226K 0.03% 591
2023
Q3 		$509K Sell
3,308
-78
-2% -$12.4K 0.02% 710
2023
Q2 		$537K Sell
3,386
-141
-4% -$20.6K 0.02% 708
2023
Q1 		$490K Sell
3,527
-2,811
-44% -$365K 0.02% 799
2022
Q4 		$764K Sell
6,338
-2,967
-32% -$369K 0.03% 590
2022
Q3 		$1.11M Sell
9,305
-636
-6% -$85.4K 0.04% 420
2022
Q2 		$1.24M Buy
9,941
+751
+8% +$103K 0.04% 389
2022
Q1 		$1.46M Buy
9,190
+1,950
+27% +$304K 0.04% 405
2021
Q4 		$1.26M Sell
7,240
-6,737
-48% -$1.12M 0.04% 457
2021
Q3 		$2.13M Buy
13,977
+580
+4% +$91.5K 0.06% 316
2021
Q2 		$2.02M Sell
13,397
-3,813
-22% -$546K 0.06% 327
2021
Q1 		$2.32M Sell
17,210
-6,204
-26% -$831K 0.07% 286
2020
Q4 		$3.12M Buy
23,414
+801
+4% +$101K 0.11% 203
2020
Q3 		$2.74M Sell
22,613
-1,205
-5% -$142K 0.11% 199
2020
Q2 		$2.54M Buy
23,818
+4,136
+21% +$405K 0.11% 188
2020
Q1 		$1.66M Sell
19,682
-910
-4% -$86.6K 0.1% 209
2019
Q4 		$1.99M Buy
20,592
+17,300
+526% +$1.58M 0.08% 243
2019
Q3 		$287K Buy
+3,292
New +$287K 0.01% 781

Other funds holding IWY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Sigma Planning Corp's IWY Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.1% in Q3 2026, buying an estimated $43.5K and bringing the position to 3,899 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #533.

Sigma Planning Corp first reported a position in IWY in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.12M in Q4 2020. 434 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Sigma Planning Corp held 3,899 shares of iShares Russell Top 200 Growth ETF worth $1.15M as of Q3 2026.
  • Sigma Planning Corp bought 152 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $43.5K.
  • iShares Russell Top 200 Growth ETF made up 0.03% of Sigma Planning Corp's portfolio in Q3 2026, its #533 holding.
  • Sigma Planning Corp first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and has held it in 29 quarters since.
  • Sigma Planning Corp's iShares Russell Top 200 Growth ETF position peaked at $3.12M in Q4 2020.
  • 434 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.